Thurston, Springer, Miller, Herd & Titak, Inc 13F annual report
Thurston, Springer, Miller, Herd & Titak, Inc is an investment fund managing more than $321 billion ran by Stephanie West. There are currently 1313 companies in Mrs. West’s portfolio. The largest investments include Microsoft and Alps Etf Tr Etf, together worth $36.5 billion.
$321 billion Assets Under Management (AUM)
As of 28th June 2024, Thurston, Springer, Miller, Herd & Titak, Inc’s top holding is 41,085 shares of Microsoft currently worth over $18.4 billion and making up 5.7% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Thurston, Springer, Miller, Herd & Titak, Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 391,880 shares of Alps Etf Tr Etf worth $18.1 billion.
The third-largest holding is Eli Lilly Co worth $9.45 billion and the next is Apple Inc worth $9.14 billion, with 43,364 shares owned.
Currently, Thurston, Springer, Miller, Herd & Titak, Inc's portfolio is worth at least $321 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Thurston, Springer, Miller, Herd & Titak, Inc
The Thurston, Springer, Miller, Herd & Titak, Inc office and employees reside in Indianapolis, Indiana. According to the last 13-F report filed with the SEC, Stephanie West serves as the Compliance Consultant at Thurston, Springer, Miller, Herd & Titak, Inc.
Recent trades
In the most recent 13F filing, Thurston, Springer, Miller, Herd & Titak, Inc revealed that it had opened a new position in
Microsoft and bought 41,085 shares worth $18.4 billion.
This means they effectively own approximately 0.1% of the company.
Microsoft makes up
33.0%
of the fund's Technology sector allocation and has grown its share price by 36.3% in the past year.
The investment fund also strengthened its position in Ark Etf by buying
228 additional shares.
This makes their stake in Ark Etf total 1,003 shares worth $28 million.
On the other hand, there are companies that Thurston, Springer, Miller, Herd & Titak, Inc is getting rid of from its portfolio.
Thurston, Springer, Miller, Herd & Titak, Inc closed its position in American Century Short on 5th July 2024.
It sold the previously owned 34,944 shares for $355 million.
Stephanie West also disclosed a decreased stake in Apple Inc by 0.9%.
This leaves the value of the investment at $9.14 billion and 43,364 shares.
One of the smaller hedge funds
The two most similar investment funds to Thurston, Springer, Miller, Herd & Titak, Inc are Cornerstone Planning and Karpas Strategies. They manage $322 billion and $322 billion respectively.
Stephanie West investment strategy
Thurston, Springer, Miller, Herd & Titak, Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 17.3% of
the total portfolio value.
The fund focuses on investments in the United States as
34.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
23% of the total holdings value.
On the other hand, small-cap stocks make up only 1.8% of the portfolio.
The average market cap of the portfolio companies is close to $53.2 billion.
The complete list of Thurston, Springer, Miller, Herd & Titak, Inc trades based on 13F SEC filings
These positions were updated on July 5th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Microsoft Corporation |
Opened
41,085
|
$18,366,669,000 | 5.71% |
Alps Etf Tr Etf |
Opened
391,880
|
$18,137,090,000 | 5.64% |
Eli Lilly Co |
Opened
10,432
|
$9,447,045,000 | 2.94% |
Apple Inc |
87.52%
43,364
|
$9,135,329,000 | 2.84% |
NVIDIA Corp |
Opened
68,375
|
$8,447,101,000 | 2.63% |
Oracle Corp. |
Opened
36,837
|
$5,201,443,000 | 1.62% |
Amazon.com Inc. |
86.04%
23,139
|
$4,471,555,000 | 1.39% |
Spdr Sp 500 Trust Etf |
Opened
5,765
|
$3,139,199,000 | 0.98% |
Berkshire Hathaway Inc. |
Opened
7,685
|
$3,126,184,000 | 0.97% |
Broadcom Inc. |
82.99%
1,909
|
$3,064,897,000 | 0.95% |
Procter Gamble Co |
Opened
16,359
|
$2,697,958,000 | 0.84% |
Home Depot, Inc. |
Opened
7,629
|
$2,627,474,000 | 0.82% |
Texas Instruments Inc. |
Opened
12,514
|
$2,434,230,000 | 0.76% |
Costco Whsl Corp New |
Opened
2,801
|
$2,381,627,000 | 0.74% |
NextEra Energy Inc |
Opened
32,120
|
$2,274,364,000 | 0.71% |
Walmart Inc |
Opened
32,955
|
$2,231,458,000 | 0.69% |
Phillips 66 |
Opened
15,667
|
$2,211,741,000 | 0.69% |
Mcdonalds Corp |
Opened
8,509
|
$2,168,884,000 | 0.67% |
Linde Plc. |
Opened
4,867
|
$2,135,566,000 | 0.66% |
Paychex Inc. |
Opened
17,897
|
$2,121,828,000 | 0.66% |
Pepsico Incorporated |
Opened
12,624
|
$2,081,999,000 | 0.65% |
Accenture Plc Ireland |
82.81%
6,783
|
$2,058,141,000 | 0.64% |
Automatic Data |
79.65%
8,622
|
$2,057,952,000 | 0.64% |
Analog Devices Inc. |
78.34%
8,879
|
$2,026,841,000 | 0.63% |
Cisco Systems, Inc. |
Opened
41,141
|
$1,954,547,000 | 0.61% |
Eaton Corp Plc |
Opened
6,151
|
$1,928,551,000 | 0.60% |
Prologis Inc |
Opened
17,017
|
$1,911,097,000 | 0.59% |
Exxon Mobil Corp. |
Opened
15,785
|
$1,817,335,000 | 0.57% |
Johnson Johnson |
Opened
12,405
|
$1,813,671,000 | 0.56% |
Stryker Corp. |
Opened
5,213
|
$1,774,245,000 | 0.55% |
Cintas Corporation |
Opened
2,525
|
$1,768,069,000 | 0.55% |
Brown And Brown Inc Com |
Opened
19,445
|
$1,738,468,000 | 0.54% |
Grainger W W Inc |
Opened
1,913
|
$1,725,882,000 | 0.54% |
Chevron Corp. |
Opened
10,902
|
$1,705,562,000 | 0.53% |
Illinois Tool Works, Inc. |
Opened
7,162
|
$1,696,974,000 | 0.53% |
Alphabet Inc Voting |
Opened
9,221
|
$1,679,560,000 | 0.52% |
Invesco Qqq Tr Etf |
Opened
3,450
|
$1,653,931,000 | 0.51% |
Lockheed Martin Corp. |
Opened
3,532
|
$1,650,401,000 | 0.51% |
AMGEN Inc. |
80.91%
5,249
|
$1,639,941,000 | 0.51% |
Genl Dynamics Corp |
Opened
5,629
|
$1,633,255,000 | 0.51% |
Mondelez International Inc. |
Opened
24,807
|
$1,623,305,000 | 0.50% |
Air Products Chemicals |
82.40%
6,135
|
$1,583,042,000 | 0.49% |
Hartford Fds Etf |
Opened
63,900
|
$1,562,748,000 | 0.49% |
Unitedhealth Group Inc |
Opened
3,065
|
$1,560,823,000 | 0.49% |
Abbvie Inc |
81.05%
9,075
|
$1,556,728,000 | 0.48% |
Abbott Laboratories |
81.63%
14,532
|
$1,509,943,000 | 0.47% |
Blackrock Inc. |
Opened
1,913
|
$1,506,024,000 | 0.47% |
Chubb Ltd |
Opened
5,896
|
$1,503,847,000 | 0.47% |
Ecolab, Inc. |
Opened
6,173
|
$1,469,190,000 | 0.46% |
Qualcomm, Inc. |
Opened
7,203
|
$1,435,030,000 | 0.45% |
Global X Funds |
69.35%
39,815
|
$1,418,607,000 | 0.44% |
Jpmorgan Chase Co |
Opened
80,984
|
$1,485,940,000 | 0.46% |
Coca-Cola Co |
Opened
22,006
|
$1,400,750,000 | 0.44% |
Emerson Electric Co. |
Opened
12,585
|
$1,386,365,000 | 0.43% |
American Tower Corp. |
82.19%
6,909
|
$1,343,082,000 | 0.42% |
Aflac Inc. |
83.24%
14,786
|
$1,320,485,000 | 0.41% |
First Trust Etf |
Opened
9,604
|
$1,369,371,000 | 0.43% |
Starbucks Corp. |
Opened
16,871
|
$1,313,436,000 | 0.41% |
United Rentals, Inc. |
Opened
2,022
|
$1,307,683,000 | 0.41% |
First Trust Rising Etf |
Opened
23,746
|
$1,300,107,000 | 0.40% |
Broadridge Financial |
Opened
6,548
|
$1,289,956,000 | 0.40% |
Colgate-Palmolive Co. |
Opened
13,231
|
$1,283,833,000 | 0.40% |
First Tr Nasdaq Etf |
Opened
21,959
|
$1,239,113,000 | 0.39% |
Lowes Companies Inc |
Opened
5,599
|
$1,234,393,000 | 0.38% |
Merck Co Inc New |
Opened
9,854
|
$1,220,155,000 | 0.38% |
Honeywell International Inc |
Opened
5,544
|
$1,183,924,000 | 0.37% |
WEC Energy Group Inc |
Opened
14,946
|
$1,172,563,000 | 0.36% |
Xylem Inc |
Opened
8,578
|
$1,163,332,000 | 0.36% |
Ishares Core Sp 500 Etf |
Opened
2,119
|
$1,160,011,000 | 0.36% |
Applied Materials Inc. |
78.76%
4,731
|
$1,116,447,000 | 0.35% |
Sp Global Inc |
Opened
2,449
|
$1,092,349,000 | 0.34% |
Factset Research Systems Inc. |
Opened
2,504
|
$1,022,206,000 | 0.32% |
Union Pacific Corp. |
Opened
4,502
|
$1,018,522,000 | 0.32% |
L3Harris Technologies Inc |
Opened
4,504
|
$1,011,399,000 | 0.31% |
First Tr Etf Vi Etf |
Opened
30,191
|
$1,007,856,000 | 0.31% |
First Trust Technlgy Etf |
Opened
7,361
|
$1,002,991,000 | 0.31% |
Sector Spdr Tr Etf |
Opened
4,370
|
$989,040,000 | 0.31% |
Realty Income Corp. |
Opened
18,569
|
$980,856,000 | 0.31% |
First Tr Exchange Etf |
Opened
31,182
|
$992,771,000 | 0.31% |
Nike, Inc. |
Opened
12,968
|
$977,281,000 | 0.30% |
Commerce Bancshares, Inc. |
Opened
17,389
|
$969,853,000 | 0.30% |
Jack Henry Assoc Inc |
Opened
5,775
|
$958,695,000 | 0.30% |
Zoetis Inc |
Opened
5,480
|
$950,075,000 | 0.30% |
Cencora Inc. |
Opened
4,158
|
$936,729,000 | 0.29% |
Comcast Corp New Cl A |
Opened
23,767
|
$930,677,000 | 0.29% |
Mastercard Incorporated |
Opened
2,083
|
$920,453,000 | 0.29% |
International Business |
Opened
5,287
|
$915,565,000 | 0.28% |
CMS Energy Corporation |
Opened
15,354
|
$913,921,000 | 0.28% |
American Water Works Co. Inc. |
81.92%
6,963
|
$899,232,000 | 0.28% |
Church Dwight Inc |
Opened
8,474
|
$878,559,000 | 0.27% |
Enovix Corp |
Opened
55,600
|
$859,564,000 | 0.27% |
T. Rowe Price Group Inc. |
Opened
7,450
|
$858,954,000 | 0.27% |
Marsh And Mc Lennan |
Opened
4,047
|
$852,742,000 | 0.27% |
Williams Companies |
Opened
19,748
|
$839,273,000 | 0.26% |
P P G Industries Inc |
Opened
6,617
|
$832,908,000 | 0.26% |
Sherwin-Williams Co. |
Opened
2,787
|
$831,778,000 | 0.26% |
Danaher Corp. |
Opened
3,301
|
$824,662,000 | 0.26% |
Meta Platforms Inc |
Opened
1,633
|
$823,385,000 | 0.26% |
Medtronic Plc |
Opened
10,276
|
$808,789,000 | 0.25% |
Intercontinental Exch |
Opened
5,844
|
$799,881,000 | 0.25% |
Jpmorgan Equity Tr Etf |
Opened
13,763
|
$780,109,000 | 0.24% |
New Jersey Res Corp |
Opened
18,090
|
$773,061,000 | 0.24% |
ASML Holding NV |
84.69%
751
|
$768,152,000 | 0.24% |
Federal Realty |
Opened
7,461
|
$753,211,000 | 0.23% |
Intuit Inc |
Opened
1,144
|
$753,124,000 | 0.23% |
Amphenol Corp. |
67.42%
10,976
|
$739,371,000 | 0.23% |
Advanced Micro |
88.52%
4,537
|
$735,923,000 | 0.23% |
Ishares Core Sp Mid Etf |
Opened
12,426
|
$727,269,000 | 0.23% |
Becton Dickinson Co |
62.94%
3,102
|
$724,855,000 | 0.23% |
Ishares Msci India Etf |
Opened
12,769
|
$712,239,000 | 0.22% |
Mc Cormick Co Inc |
Opened
9,884
|
$701,062,000 | 0.22% |
Taiwan Semiconductor |
Opened
4,011
|
$697,131,000 | 0.22% |
Lam Research Corp. |
Opened
648
|
$690,009,000 | 0.21% |
Ishares Etf |
Opened
16,426
|
$1,784,091,000 | 0.55% |
Vanguard Index Fds Etf |
Opened
3,179
|
$828,552,000 | 0.26% |
Alphabet Inc Non Voting |
Opened
3,653
|
$670,086,000 | 0.21% |
Palo Alto Networks Inc |
Opened
1,929
|
$653,937,000 | 0.20% |
RTX Corp |
Opened
6,313
|
$633,994,000 | 0.20% |
Us Treasury |
Opened
2,042,000
|
$2,017,280,000 | 0.63% |
Tractor Supply Co. |
Opened
2,331
|
$629,370,000 | 0.20% |
Atmos Energy Corp. |
82.35%
5,367
|
$626,054,000 | 0.19% |
Progressive Corp Ohio |
Opened
2,940
|
$610,666,000 | 0.19% |
Select Sector Spdr F Etf |
Opened
6,323
|
$861,285,000 | 0.27% |
Pnc Financial Services |
Opened
108,862
|
$705,244,000 | 0.22% |
Brown-Forman Corporation |
Opened
13,678
|
$590,648,000 | 0.18% |
First Tr Etf |
Opened
25,636
|
$614,498,000 | 0.19% |
Parker-Hannifin Corp. |
Opened
1,154
|
$583,625,000 | 0.18% |
Sharkninja Inc |
Opened
7,755
|
$582,738,000 | 0.18% |
Tesla Inc |
Opened
2,922
|
$578,203,000 | 0.18% |
Spdr Dow Jones Indl Etf |
Opened
1,460
|
$571,832,000 | 0.18% |
Intel Corp. |
Opened
18,157
|
$562,374,000 | 0.17% |
KLA Corp. |
Opened
678
|
$558,987,000 | 0.17% |
Tjx Cos Inc New |
Opened
4,985
|
$548,936,000 | 0.17% |
Fabrinet |
Opened
2,220
|
$543,382,000 | 0.17% |
Energy Select Etf |
Opened
5,954
|
$542,700,000 | 0.17% |
United Parcel Service-b |
Opened
3,871
|
$529,708,000 | 0.16% |
Oneok Inc. |
Opened
6,407
|
$522,753,000 | 0.16% |
Occidental Pete Corp |
Opened
8,244
|
$519,603,000 | 0.16% |
Invesco Sp Midcap Etf |
Opened
5,325
|
$516,684,000 | 0.16% |
Pfizer Inc. |
Opened
18,069
|
$505,588,000 | 0.16% |
Spdr Sp Aerospace Etf |
Opened
3,571
|
$499,881,000 | 0.16% |
ServiceNow Inc |
Opened
635
|
$499,500,000 | 0.16% |
Applied Indl Tech Inc |
83.68%
2,574
|
$499,356,000 | 0.16% |
Target Corp |
Opened
3,329
|
$493,123,000 | 0.15% |
Mckesson Corporation |
Opened
828
|
$483,561,000 | 0.15% |
Invesco Tr Ii Etf |
Opened
13,356
|
$757,182,000 | 0.24% |
Weatherford Intl Plc |
Opened
3,893
|
$476,645,000 | 0.15% |
Murphy USA Inc |
Opened
983
|
$461,424,000 | 0.14% |
Kinder Morgan Inc |
Opened
23,026
|
$457,485,000 | 0.14% |
Visa Inc |
Opened
1,726
|
$453,902,000 | 0.14% |
Hubbell Inc. |
Opened
1,229
|
$449,120,000 | 0.14% |
Newmont Corp |
Opened
10,661
|
$446,394,000 | 0.14% |
Horizon Bancorp Inc |
Opened
36,032
|
$445,724,000 | 0.14% |
Intuitive Surgical Inc |
Opened
972
|
$432,342,000 | 0.13% |
Vertex Pharmaceuticals, Inc. |
Opened
921
|
$431,644,000 | 0.13% |
Axon Enterprise Inc |
83.08%
1,462
|
$430,128,000 | 0.13% |
Us Bancorp New |
Opened
10,454
|
$414,983,000 | 0.13% |
Sempra Energy |
Opened
5,449
|
$414,411,000 | 0.13% |
Watsco Inc. |
Opened
864
|
$400,238,000 | 0.12% |
Conocophillips |
Opened
3,458
|
$395,532,000 | 0.12% |
Disney Walt Company |
Opened
3,957
|
$392,990,000 | 0.12% |
Shell Plc Adr |
Opened
5,437
|
$392,555,000 | 0.12% |
Micron Technology Inc. |
Opened
2,935
|
$386,040,000 | 0.12% |
Energy Transfer LP |
Opened
23,307
|
$378,032,000 | 0.12% |
Eagle Materials Inc. |
Opened
1,729
|
$375,942,000 | 0.12% |
Cummins Inc. |
Opened
1,344
|
$372,858,000 | 0.12% |
Lincoln Natl Life Ins Co |
Opened
250,000
|
$371,916,000 | 0.12% |
MSA Safety Inc |
Opened
1,951
|
$366,137,000 | 0.11% |
Pentair plc |
Opened
4,742
|
$363,526,000 | 0.11% |
Wingstop Inc |
Opened
842
|
$355,822,000 | 0.11% |
Old Dominion Freight |
Opened
2,012
|
$355,275,000 | 0.11% |
American Century Short |
Closed
34,944
|
$355,259,000 | |
Hartford Multifactor Etf |
Opened
12,694
|
$350,617,000 | 0.11% |
Devon Energy Corp. |
Opened
7,359
|
$348,850,000 | 0.11% |
CVS Health Corp |
Opened
5,891
|
$348,036,000 | 0.11% |
Vanguard Short Term Etf |
Opened
5,543
|
$408,396,000 | 0.13% |
Ishares Core Sp Etf |
Opened
3,215
|
$343,203,000 | 0.11% |
United States Lime |
Opened
939
|
$341,924,000 | 0.11% |
NXP Semiconductors NV |
Opened
1,263
|
$339,890,000 | 0.11% |
Dell Technologies Inc |
Opened
2,459
|
$339,089,000 | 0.11% |
Martin Marietta |
Opened
615
|
$333,163,000 | 0.10% |
HF Sinclair Corporation |
Opened
6,040
|
$322,144,000 | 0.10% |
Direxion Shs Tr Etf |
Opened
22,836
|
$664,657,000 | 0.21% |
Monolithic Power Systems |
Opened
386
|
$317,168,000 | 0.10% |
Capital Grp Growth Etf |
Opened
9,491
|
$312,181,000 | 0.10% |
3M Co. |
Opened
2,969
|
$303,449,000 | 0.09% |
Uber Technologies Inc |
Opened
4,116
|
$299,150,000 | 0.09% |
Vanguard Mid Cap Etf |
Opened
1,209
|
$293,194,000 | 0.09% |
Diamondback Energy Inc |
Opened
1,453
|
$290,861,000 | 0.09% |
Topgolf Callaway Brands Corp |
Opened
18,979
|
$290,364,000 | 0.09% |
Fifth Third Bancorp |
Opened
7,764
|
$283,365,000 | 0.09% |
Select Sector Spdr Etf |
Opened
8,282
|
$404,210,000 | 0.13% |
Comerica Bank Cd |
Opened
418,000
|
$418,063,000 | 0.13% |
Roper Technologies Inc |
Opened
472
|
$266,025,000 | 0.08% |
First Trust Dow Jone Etf |
Opened
1,290
|
$264,357,000 | 0.08% |
Valley Natl Bk Wayne Cd |
Opened
725,000
|
$724,578,000 | 0.23% |
Bank Of America Corp. |
91.27%
6,518
|
$259,233,000 | 0.08% |
Vanguard Small Cap V Etf |
Opened
1,406
|
$256,618,000 | 0.08% |
Safra National Bank Cd |
Opened
256,000
|
$256,120,000 | 0.08% |
Invesco Tr Etf |
Opened
6,494
|
$500,163,000 | 0.16% |
Netflix.com Inc |
Opened
375
|
$253,075,000 | 0.08% |
Salesforce Inc |
Opened
977
|
$251,222,000 | 0.08% |
Bogota Savings Bank Cd |
Opened
250,000
|
$250,032,000 | 0.08% |
Mizrahi Tefahot Bank/ Cd |
Opened
250,000
|
$250,030,000 | 0.08% |
Industrial Com Bk C Cd |
Opened
250,000
|
$250,018,000 | 0.08% |
Locality Bank Cd |
Opened
250,000
|
$250,012,000 | 0.08% |
West Gate Bk Lincoln Cd |
Opened
250,000
|
$250,007,000 | 0.08% |
Cross River Bank Cd |
Opened
500,000
|
$499,572,000 | 0.16% |
Bmw Bk N America Cd |
Opened
250,000
|
$250,000,000 | 0.08% |
City Natl Bk Of Fl Cd |
Opened
250,000
|
$250,000,000 | 0.08% |
Oceanfirst Bank Na Cd |
Opened
250,000
|
$249,997,000 | 0.08% |
State Bank India Cd |
Opened
250,000
|
$249,997,000 | 0.08% |
Simmons Bank/pine Blu Cd |
Opened
500,000
|
$499,484,000 | 0.16% |
Key Bank Na Cd |
Opened
250,000
|
$249,997,000 | 0.08% |
Flushing Bank Cd |
Opened
250,000
|
$249,995,000 | 0.08% |
Bank Ozk Cd |
Opened
250,000
|
$249,992,000 | 0.08% |
Cfbank Cd |
Opened
250,000
|
$249,990,000 | 0.08% |
Western Alliance Bank Cd |
Opened
509,000
|
$508,153,000 | 0.16% |
Sturgis Bank Tr Cd |
Opened
250,000
|
$249,982,000 | 0.08% |
Bank Of China/new Yor Cd |
Opened
500,000
|
$499,307,000 | 0.16% |
First Business Bank Cd |
Opened
250,000
|
$249,977,000 | 0.08% |
Solvay Bank Cd |
Opened
250,000
|
$249,977,000 | 0.08% |
Midfirst Bank Cd |
Opened
250,000
|
$249,977,000 | 0.08% |
Gulf Atlantic Bank Cd |
Opened
250,000
|
$249,972,000 | 0.08% |
First Farmers Bk Tr Cd |
Opened
250,000
|
$249,970,000 | 0.08% |
Ameris Bank Cd |
Opened
250,000
|
$249,965,000 | 0.08% |
Ally Bank Cd |
Opened
250,000
|
$249,965,000 | 0.08% |
Bankwell Bank Cd |
Opened
500,000
|
$499,544,000 | 0.16% |
Centier Bank Cd |
Opened
250,000
|
$249,960,000 | 0.08% |
Summit Bank Eugene Or Cd |
Opened
375,000
|
$374,957,000 | 0.12% |
Fwbank Cd |
Opened
250,000
|
$249,960,000 | 0.08% |
American Bk Of Freedo Cd |
Opened
250,000
|
$249,960,000 | 0.08% |
Goldman Sachs Bk Usa Cd |
Opened
475,000
|
$474,768,000 | 0.15% |
Bmo Bank Na Cd |
Opened
250,000
|
$249,945,000 | 0.08% |
Htlf Bank Cd |
Opened
250,000
|
$249,930,000 | 0.08% |
Schwab Charles Corp New |
Opened
3,391
|
$249,876,000 | 0.08% |
Charles Schwab Bk Ssb Cd |
Opened
733,000
|
$732,173,000 | 0.23% |
Renasant Bk Tupelo Ms Cd |
Opened
250,000
|
$249,670,000 | 0.08% |
Hatch Bank Cd |
Opened
400,000
|
$399,208,000 | 0.12% |
Optus Bank Cd |
Opened
250,000
|
$249,442,000 | 0.08% |
Promiseone Bank Cd |
Opened
250,000
|
$249,430,000 | 0.08% |
Idaho First Bank Cd |
Opened
250,000
|
$249,412,000 | 0.08% |
Beal Bank Usa Cd |
Opened
250,000
|
$249,397,000 | 0.08% |
Cache Valley Bank Cd |
Opened
250,000
|
$249,392,000 | 0.08% |
Northeast Bank Cd |
Opened
250,000
|
$249,392,000 | 0.08% |
Bloomsdale Bank Cd |
Opened
250,000
|
$249,360,000 | 0.08% |
South Story Bank Tr Cd |
Opened
250,000
|
$249,330,000 | 0.08% |
Firstbank Of Nebraska Cd |
Opened
250,000
|
$249,322,000 | 0.08% |
Byline Bank Cd |
Opened
250,000
|
$249,317,000 | 0.08% |
Bank Of America Na Cd |
Opened
438,000
|
$437,073,000 | 0.14% |
Mcnb Bank And Tr Co Cd |
Opened
250,000
|
$249,162,000 | 0.08% |
Machias Savings Bank Cd |
Opened
250,000
|
$249,160,000 | 0.08% |
Evans Bank Na Cd |
Opened
250,000
|
$249,160,000 | 0.08% |
First State Bk Dequee Cd |
Opened
250,000
|
$249,117,000 | 0.08% |
Great Nations Bank Cd |
Opened
250,000
|
$249,087,000 | 0.08% |
Adams Community Bank Cd |
Opened
250,000
|
$249,025,000 | 0.08% |
Sonata Bank Cd |
Opened
250,000
|
$249,012,000 | 0.08% |
Maryland St Hlth High |
Opened
250,000
|
$248,990,000 | 0.08% |
Weststar Bank Cd |
Opened
250,000
|
$248,955,000 | 0.08% |
Midland States Bank Cd |
Opened
250,000
|
$248,905,000 | 0.08% |
Hometrust Bk Clyde Nc Cd |
Opened
250,000
|
$248,882,000 | 0.08% |
Southern States Bank Cd |
Opened
250,000
|
$248,765,000 | 0.08% |
Verizon Communications Inc |
Opened
21,026
|
$263,415,000 | 0.08% |
Discover Bank Cd |
Opened
250,000
|
$245,095,000 | 0.08% |
Pacer Fds Tr Etf |
Opened
6,705
|
$304,920,000 | 0.09% |
Transamerica Life Ins Co |
Opened
279,031
|
$239,688,000 | 0.07% |
Quanta Svcs Inc |
Opened
933
|
$237,058,000 | 0.07% |
Vanguard Growth Etf |
Opened
621
|
$232,565,000 | 0.07% |
Vanguard High Divide Etf |
Opened
1,954
|
$231,743,000 | 0.07% |
Corning, Inc. |
Opened
5,956
|
$231,359,000 | 0.07% |
Super Micro Computer Inc |
Opened
282
|
$231,048,000 | 0.07% |
Nasdaq Inc |
Opened
3,820
|
$230,193,000 | 0.07% |
Boeing Co. |
87.94%
1,253
|
$228,094,000 | 0.07% |
Vanguard Total Stock Etf |
Opened
852
|
$227,913,000 | 0.07% |
American Express Co. |
94.92%
980
|
$226,918,000 | 0.07% |
Vanguard Sp Etf |
Opened
2,399
|
$234,031,000 | 0.07% |
EOG Resources, Inc. |
Opened
1,759
|
$221,390,000 | 0.07% |
Boston Scientific Corp. |
Opened
2,859
|
$220,150,000 | 0.07% |
Freedom Bk Of Virgini Cd |
Opened
230,000
|
$229,692,000 | 0.07% |
Welltower Inc. |
Opened
2,105
|
$219,439,000 | 0.07% |
GE Aerospace |
Opened
1,377
|
$218,924,000 | 0.07% |
Freeport-McMoRan Inc |
Opened
4,300
|
$208,979,000 | 0.07% |
Vanguard Total Bond Etf |
Opened
2,900
|
$208,942,000 | 0.06% |
Norfolk Southern Corp. |
Opened
973
|
$208,891,000 | 0.06% |
Coinbase Global Inc |
Opened
940
|
$208,890,000 | 0.06% |
Vanguard Value Etf |
Opened
1,296
|
$207,983,000 | 0.06% |
Deere Co |
Opened
553
|
$206,611,000 | 0.06% |
Vanguard Small Cap Etf |
Opened
1,371
|
$313,152,000 | 0.10% |
On Semi Conductor Corp |
Opened
2,962
|
$203,031,000 | 0.06% |
Caterpillar Inc. |
Opened
603
|
$200,899,000 | 0.06% |
Vaneck Vectors Tr Etf |
Opened
1,067
|
$225,936,000 | 0.07% |
Morgan Stanley |
Opened
2,057
|
$199,887,000 | 0.06% |
Ares Management Corp |
Closed
1,500
|
$199,470,000 | |
Fedex Corp |
Opened
656
|
$197,429,000 | 0.06% |
Vanguard Consumer Etf |
Opened
629
|
$196,455,000 | 0.06% |
Keurig Dr Pepper Inc |
Opened
5,875
|
$196,201,000 | 0.06% |
First Trust Portfolos,lp |
Opened
18,336
|
$194,048,000 | 0.06% |
Fidelity Covington Etf |
Opened
4,633
|
$196,463,000 | 0.06% |
Schwab Us Dividend Etf |
Opened
2,473
|
$192,299,000 | 0.06% |
Veritex Cmnty Bk Na Cd |
Opened
329,000
|
$328,701,000 | 0.10% |
Ameriprise Financial Inc |
Closed
426
|
$186,857,000 | |
Digital Realty Trust, Inc. |
Opened
1,223
|
$186,022,000 | 0.06% |
Public Storage |
Opened
645
|
$185,528,000 | 0.06% |
Spdr Bloomberg Etf |
Opened
2,511
|
$216,588,000 | 0.07% |
Lincoln Natl Choice Plus |
Opened
400,000
|
$182,971,000 | 0.06% |
Halliburton Co. |
Opened
5,416
|
$182,962,000 | 0.06% |
Vanguard Financials Etf |
Opened
1,801
|
$179,882,000 | 0.06% |
Allstate Corp (The) |
77.29%
1,119
|
$178,654,000 | 0.06% |
DaVita Inc |
Opened
1,280
|
$177,368,000 | 0.06% |
Tower Semiconductor Ltd. |
Opened
4,500
|
$176,895,000 | 0.06% |
Appfolio Inc A |
Closed
708
|
$174,691,000 | |
Garmin Ltd |
Opened
1,070
|
$174,322,000 | 0.05% |
Dow Inc |
Opened
3,285
|
$174,288,000 | 0.05% |
Marathon Petroleum Corp |
Opened
16,001
|
$188,967,000 | 0.06% |
Omega Healthcare |
Opened
5,050
|
$172,956,000 | 0.05% |
Vanguard Ftse Etf |
Opened
3,764
|
$191,861,000 | 0.06% |
First Trst Hlth Careetf |
Opened
1,629
|
$170,258,000 | 0.05% |
IndexIQ ETF Trust |
Opened
5,313
|
$167,871,000 | 0.05% |
Select Sector Spdr T Etf |
Opened
4,004
|
$285,909,000 | 0.09% |
Ally Financial Inc |
Closed
4,030
|
$163,576,000 | |
First Trust Nasdaq100etf |
Opened
822
|
$162,309,000 | 0.05% |
Ishares Sp 500 Etf |
Opened
1,744
|
$161,462,000 | 0.05% |
Carlyle Group Inc (The) |
Opened
4,008
|
$160,921,000 | 0.05% |
At T Inc |
Opened
8,196
|
$156,648,000 | 0.05% |
Fair Isaac Corp. |
Opened
105
|
$156,304,000 | 0.05% |
Elevance Health Inc |
Opened
288
|
$156,055,000 | 0.05% |
Goldman Sachs Group, Inc. |
Opened
345
|
$156,046,000 | 0.05% |
Fastenal Co. |
Opened
2,464
|
$155,093,000 | 0.05% |
Schlumberger Ltd. |
Opened
3,274
|
$154,453,000 | 0.05% |
Bristol-Myers Squibb Co. |
Opened
3,692
|
$153,390,000 | 0.05% |
Teva Pharmaceutical |
Opened
9,407
|
$152,859,000 | 0.05% |
First Trust Capital Etf |
Opened
1,768
|
$148,881,000 | 0.05% |
Crown Castle Inc |
Opened
1,519
|
$148,415,000 | 0.05% |
Lehigh Cnty Pa Gen Purp |
Opened
150,000
|
$148,129,000 | 0.05% |
Astrazeneca plc |
78.27%
1,886
|
$147,086,000 | 0.05% |
Motorola Solutions Inc |
Opened
380
|
$146,688,000 | 0.05% |
Duke Energy Corp. |
Opened
1,452
|
$145,580,000 | 0.05% |
Crowdstrike Holdings Inc |
Opened
376
|
$144,078,000 | 0.04% |
Veralto Corporation |
Opened
1,496
|
$142,745,000 | 0.04% |
Capital Grp Dividend Etf |
Opened
4,171
|
$137,668,000 | 0.04% |
Hershey Company |
Opened
742
|
$136,398,000 | 0.04% |
Vanguard Extended Etf |
Opened
798
|
$134,687,000 | 0.04% |
Industrial Select Etf |
Opened
1,088
|
$132,590,000 | 0.04% |
Ishares Edge Msci Etf |
Opened
1,702
|
$153,911,000 | 0.05% |
Constellation Energy |
Opened
658
|
$131,772,000 | 0.04% |
First Trust Mornngstretf |
Opened
3,464
|
$131,381,000 | 0.04% |
Essex Property Trust, Inc. |
Opened
481
|
$130,920,000 | 0.04% |
Vanguard Industrials Etf |
Opened
553
|
$130,075,000 | 0.04% |
Commercial Metals Co. |
Opened
2,348
|
$129,113,000 | 0.04% |
Eaglemark Svgs Bk Cd |
Opened
128,000
|
$127,811,000 | 0.04% |
Cerevel Therapeutics Holdings, Inc. |
Opened
3,107
|
$127,044,000 | 0.04% |
Kroger Company Common |
Opened
2,540
|
$126,869,000 | 0.04% |
First Trust Portflios,lp |
Opened
60,814
|
$714,119,000 | 0.22% |
Delta Air Lines, Inc. |
Opened
2,654
|
$125,991,000 | 0.04% |
Invitation Homes Inc |
Opened
3,482
|
$124,959,000 | 0.04% |
Xtrackers Msci Eafe Etf |
Opened
2,965
|
$122,869,000 | 0.04% |
Luckin Coffee, Inc. |
Opened
5,821
|
$122,823,000 | 0.04% |
Jacobs Solutions Inc |
Opened
866
|
$120,996,000 | 0.04% |
Ishares Morningstar Etf |
Opened
2,529
|
$199,391,000 | 0.06% |
American Electric Power Company Inc. |
65.54%
1,358
|
$119,148,000 | 0.04% |
Canadian Pacific Kansas |
Opened
1,513
|
$119,100,000 | 0.04% |
Oklahoma Cnty Ok Indpt |
Opened
155,000
|
$146,109,000 | 0.05% |
Thermo Fisher Scientific Inc. |
Opened
211
|
$116,885,000 | 0.04% |
Camden Property Trust |
Opened
1,065
|
$116,192,000 | 0.04% |
Oklahoma City Ok G/o B\e |
Opened
120,000
|
$116,155,000 | 0.04% |
Proshares Sp 500 Etf |
Opened
1,191
|
$114,579,000 | 0.04% |
Vaneck Gold Miners Etf |
Opened
3,357
|
$113,899,000 | 0.04% |
American General Life |
Opened
174,670
|
$111,533,000 | 0.03% |
Sun Communities, Inc. |
Opened
925
|
$111,308,000 | 0.03% |
Vanguard Dividend Etf |
Opened
605
|
$110,509,000 | 0.03% |
Citigroup Inc |
Opened
1,710
|
$108,643,000 | 0.03% |
First Trust Small Etf |
Opened
1,172
|
$106,015,000 | 0.03% |
First Solar Inc |
Opened
464
|
$104,612,000 | 0.03% |
BFC Capital Trust II |
Opened
4,125
|
$104,610,000 | 0.03% |
Ishares Sp Midcap Etf |
Opened
1,173
|
$103,350,000 | 0.03% |
Ishares Iboxx Etf |
Opened
961
|
$103,163,000 | 0.03% |
Rogers Corp. |
Opened
850
|
$102,518,000 | 0.03% |
First Trust |
Opened
44,352
|
$492,013,000 | 0.15% |
Michigan Fin Auth Rev |
Opened
100,000
|
$101,342,000 | 0.03% |
Eastern Mi Univ Revs Gen |
Opened
100,000
|
$100,864,000 | 0.03% |
Marshall Cnty Ky Sch |
Opened
100,000
|
$99,282,000 | 0.03% |
Philip Morris International Inc |
Opened
973
|
$98,630,000 | 0.03% |
Altria Group Inc. |
Opened
2,150
|
$98,035,000 | 0.03% |
Airbnb, Inc. |
87.12%
642
|
$97,343,000 | 0.03% |
Thor Industries, Inc. |
Opened
1,040
|
$97,186,000 | 0.03% |
Aon plc. |
4.36%
329
|
$96,587,000 | 0.03% |
Healthpeak Pptys Inc |
Opened
4,899
|
$96,012,000 | 0.03% |
First Tr Global Etf |
Opened
4,002
|
$95,693,000 | 0.03% |
Jp Morgan Chase Bk Na Cd |
Opened
108,000
|
$107,749,000 | 0.03% |
Wisdomtree Emerging Etf |
Opened
2,183
|
$94,567,000 | 0.03% |
Ares Dynamic Credit |
Closed
6,578
|
$93,616,000 | |
SBA Communications Corp |
Opened
476
|
$93,432,000 | 0.03% |
Booz Allen Hamilton |
70.15%
606
|
$93,258,000 | 0.03% |
Fluor Corp New |
Opened
2,130
|
$92,759,000 | 0.03% |
Best Buy Co. Inc. |
76.44%
1,091
|
$91,951,000 | 0.03% |
Goldman Sachs Grp Inc |
Opened
100,000
|
$91,738,000 | 0.03% |
Invesco NASDAQ 100 ETF |
Opened
461
|
$90,880,000 | 0.03% |
Alibaba Grp Hldg Ltd Adr |
85.96%
1,249
|
$90,010,000 | 0.03% |
O'reilly Automotive Inc |
Opened
85
|
$89,763,000 | 0.03% |
Capital Group Core Etf |
Opened
2,756
|
$88,972,000 | 0.03% |
Wells Fargo Co New |
Opened
1,495
|
$88,786,000 | 0.03% |
Wesbanco Inc 6.75 Pfd |
Opened
3,600
|
$87,840,000 | 0.03% |
Travelers Cos Inc/ The |
Opened
426
|
$86,607,000 | 0.03% |
Vanguard Intermediateetf |
Opened
1,083
|
$86,562,000 | 0.03% |
First Tr Dorsey Etf |
Opened
1,510
|
$86,471,000 | 0.03% |
TE Connectivity Ltd |
Opened
574
|
$86,343,000 | 0.03% |
Canadian Cnty Ok Efa Edl |
Opened
90,000
|
$85,822,000 | 0.03% |
Agnico Eagle Mines Ltd |
80.96%
1,310
|
$85,672,000 | 0.03% |
Americold Realty Trust Inc |
Opened
3,329
|
$85,020,000 | 0.03% |
Two Rds Shared Tr Etf |
Opened
6,590
|
$84,086,000 | 0.03% |
Marshall Cnty Ok Efa Edl |
Opened
85,000
|
$83,890,000 | 0.03% |
Barrick Gold Corp. |
Opened
5,000
|
$83,400,000 | 0.03% |
Capital One Financial Corporation |
Opened
601
|
$83,267,000 | 0.03% |
Heartland Fin Usa 7 Pfd |
Opened
3,300
|
$82,896,000 | 0.03% |
Spdr Portfolio Etf |
Opened
3,906
|
$182,750,000 | 0.06% |
Prudential Financial Inc. |
Opened
698
|
$81,872,000 | 0.03% |
Albemarle Corp. |
Closed
621
|
$81,843,000 | |
Bank Montreal Quebec |
Opened
971
|
$81,417,000 | 0.03% |
Home Bancshares Inc |
Opened
3,384
|
$81,080,000 | 0.03% |
iShares MSCI ACWI ETF |
87.67%
714
|
$80,510,000 | 0.03% |
Wayne St Univ Mi Univ |
Opened
80,000
|
$80,416,000 | 0.03% |
Direxion Shs Etf Tr Etf |
Opened
548
|
$80,381,000 | 0.03% |
First Trust Portflios Lp |
Opened
29,122
|
$318,704,000 | 0.10% |
Main Street Capital Corporation |
Opened
1,576
|
$79,589,000 | 0.02% |
Autodesk Inc. |
38.65%
319
|
$78,936,000 | 0.02% |
Capital Grp Intl Etf |
Opened
3,066
|
$78,852,000 | 0.02% |
Eastman Chemical Co |
Opened
795
|
$77,882,000 | 0.02% |
Global X Fds Etf |
Opened
6,860
|
$178,897,000 | 0.06% |
First Tr Viii Vest Etf |
Opened
3,253
|
$113,129,000 | 0.04% |
Simpson Manufacturing Co., Inc. |
Opened
456
|
$76,849,000 | 0.02% |
Southern Company |
Opened
985
|
$76,405,000 | 0.02% |
Spdr Ice Preferred Etf |
Opened
2,247
|
$76,252,000 | 0.02% |
Ge Healthcare Techs |
Opened
970
|
$75,606,000 | 0.02% |
Gibraltar Mi Sch Dist |
Opened
75,000
|
$75,319,000 | 0.02% |
CSX Corp. |
Opened
2,244
|
$75,078,000 | 0.02% |
Federal Home Ln Mtg Corp |
Opened
100,000
|
$99,858,000 | 0.03% |
Brighthouse Life Ins Co |
Opened
105,000
|
$73,622,000 | 0.02% |
Vanguard Mid-cap Val Etf |
Opened
485
|
$73,371,000 | 0.02% |
Morgan Stanley 0 Eln |
Opened
2,000
|
$72,702,000 | 0.02% |
CRISPR Therapeutics AG |
Opened
1,346
|
$72,692,000 | 0.02% |
DocuSign Inc |
Opened
1,354
|
$72,437,000 | 0.02% |
East Newton Cnty Mo |
Opened
75,000
|
$72,054,000 | 0.02% |
Tuscarora Pa Sch Dist |
Opened
75,000
|
$71,629,000 | 0.02% |
Capital Grp Core Etf |
Opened
2,408
|
$71,614,000 | 0.02% |
Mcclain Cnty Ok Econ Dev |
Opened
80,000
|
$71,549,000 | 0.02% |
Carrier Global Corporation |
Opened
1,126
|
$71,050,000 | 0.02% |
East Vincent Pa Rfdg |
Opened
75,000
|
$70,992,000 | 0.02% |
Jp Morgan Pfd Ser Ll Pfd |
Opened
3,373
|
$70,628,000 | 0.02% |
PPL Corp |
Opened
2,550
|
$70,513,000 | 0.02% |
Ishares Iboxx $ Etf |
Opened
912
|
$70,355,000 | 0.02% |
Vanguard Utilities Etf |
Opened
475
|
$70,260,000 | 0.02% |
Carter Cnty Ok Pub Facs |
Opened
75,000
|
$70,138,000 | 0.02% |
Bank Of New England N Cd |
Opened
70,000
|
$69,765,000 | 0.02% |
Morgan Stanley Pvt Bk Cd |
Opened
71,000
|
$69,283,000 | 0.02% |
AGCO Corp. |
Closed
563
|
$69,252,000 | |
Cadence Design Systems, Inc. |
Opened
225
|
$69,243,000 | 0.02% |
Jpmorgan Etf |
Opened
1,940
|
$93,140,000 | 0.03% |
Sysco Corp. |
Opened
949
|
$67,743,000 | 0.02% |
Oklahoma Cnty Ok Fin |
Opened
105,191
|
$68,581,000 | 0.02% |
Valero Energy Corp. |
Opened
428
|
$67,092,000 | 0.02% |
Spdr Sp Semicondctr Etf |
Opened
270
|
$66,817,000 | 0.02% |
Corteva Inc |
Opened
1,224
|
$66,021,000 | 0.02% |
Cigna Corp New |
Opened
197
|
$65,608,000 | 0.02% |
Teradyne, Inc. |
Opened
440
|
$65,245,000 | 0.02% |
Seminole Cnty Ok Efa Edl |
Opened
70,000
|
$65,081,000 | 0.02% |
Globalfoundries Inc |
Opened
1,280
|
$64,716,000 | 0.02% |
Novo Nordisk A S Adr |
Opened
453
|
$64,708,000 | 0.02% |
Fidelity National |
Opened
852
|
$64,192,000 | 0.02% |
Capital Grp Etf |
Opened
2,387
|
$64,090,000 | 0.02% |
Ft Vest Sp 500 Etf |
Opened
1,263
|
$63,833,000 | 0.02% |
Tulsa Ok G/o Unltd B/e |
Opened
70,000
|
$63,778,000 | 0.02% |
Brookfield Corpraton |
Opened
1,532
|
$63,636,000 | 0.02% |
Eversource Energy |
Opened
1,106
|
$62,716,000 | 0.02% |
Novartis AG |
Opened
587
|
$62,485,000 | 0.02% |
Packaging Corp Of Amer |
Opened
341
|
$62,247,000 | 0.02% |
iShares MBS ETF |
Opened
669
|
$61,420,000 | 0.02% |
Ishares Jp Morgan Etf |
Opened
690
|
$61,049,000 | 0.02% |
Spdr Blackstone Etf |
Opened
1,459
|
$60,984,000 | 0.02% |
American Airlines Group Inc |
Closed
3,970
|
$60,938,000 | |
Northampton Mun Util |
Opened
65,000
|
$60,656,000 | 0.02% |
Ventas Inc |
Opened
1,181
|
$60,535,000 | 0.02% |
Veeva Systems Inc |
Opened
330
|
$60,393,000 | 0.02% |
Citizens Bank Na/ri Cd |
Opened
60,000
|
$59,976,000 | 0.02% |
Bank New York Mellon |
Opened
1,000
|
$59,890,000 | 0.02% |
Vanguard Intl Equity Etf |
Opened
1,361
|
$59,639,000 | 0.02% |
MercadoLibre Inc |
Opened
36
|
$59,160,000 | 0.02% |
First Trust Port, Lp |
Opened
17,049
|
$207,958,000 | 0.06% |
Alarum Tech Ltd Spon Adr |
Opened
1,385
|
$57,767,000 | 0.02% |
Abb Ltd -spons Adr |
83.51%
1,034
|
$57,602,000 | 0.02% |
Guggenheim |
Opened
14,398
|
$154,897,000 | 0.05% |
Pigeon Forge Tn Go Rfdg |
Opened
60,000
|
$56,900,000 | 0.02% |
Arthur J Gallagher Co |
81.53%
218
|
$56,525,000 | 0.02% |
Aam |
Opened
13,883
|
$140,787,000 | 0.04% |
Hyatt Hotels Corporation |
Opened
370
|
$56,205,000 | 0.02% |
Evergy Inc |
Opened
1,061
|
$56,200,000 | 0.02% |
Jpmorgan Tr Nasdaq Etf |
Opened
1,000
|
$55,500,000 | 0.02% |
Markel Group Inc |
Opened
35
|
$55,144,000 | 0.02% |
Ares Capital Corp |
Closed
2,646
|
$55,089,000 | |
King Cnty Wa Rural Libr |
Opened
55,000
|
$55,088,000 | 0.02% |
Wintrust Fin 6.875 Pfd |
Opened
2,200
|
$54,912,000 | 0.02% |
No transactions found in first 500 rows out of 1391 | |||
Showing first 500 out of 1391 holdings |
Hedge funds similar to Thurston, Springer, Miller, Herd & Titak, Inc
- Boltwood Capital Management
- Tencore Partners, L.P.
- West Family Investments
- Herr Investment
- Clearstead Trust
- Karpas Strategies
- Cornerstone Planning
- Banco Btg Pactual S.A.
- Redwood Grove Capital
- Fosun International Ltd
- Butensky & Cohen Financial Security, Inc
- Hound Partners
- Verabank, N.a
- First American Corp